MEMBERSHIP LEVELS: FLEXIBLE INVESTMENT OPTIONS:
Transcription
MEMBERSHIP LEVELS: FLEXIBLE INVESTMENT OPTIONS:
MEMBERSHIP LEVELS: The following categories of local membership acknowledge increasing levels of generosity by our donors: Membres de la Société Annual donation of $10,000 - $24,999 Ordre dé Liberté Annual donation of $25,000 - $49,999 Ordre d’Egalité Annual donation of $50,000 - $74,999 Ordre de Fraternité Annual donation of $75,000 - $99,999 La Société Nationale Annual donation of $100,000 - $249,999 Ordre d’Indépendance Annual donation of $250,000 - $499,999 Ordre de Connaissance Annual donation of $500,000 - $749,999 Ordre de Prospérité Annual donation of $750,000 - $999,999 La Table Ronde de Millions de Dollars Annual donation of $1 million or more FLEXIBLE INVESTMENT OPTIONS: • Cash or Credit Card Donation: An annual cash gift of $10,000 or more is a simple way to make a gift. You will receive a charitable tax deduction which you can include in your tax return. (Payroll deduction is available in most workplaces.) • Stocks and Bonds: By making a gift of your appreciated securities, you can avoid paying capital gains tax that would otherwise be due if you sold these assets. • Real Estate: A gift of real property (such as a home, vacation property, vacant land, farmland/ranch or commercial property) can potentially help you avoid the capital gains tax. • Life Insurance: If your life insurance policy is no longer needed or will no longer benefit your survivors, consider making a gift that will help further our mission and your philanthropic goals. • Retirement Accounts: A gift of your retirement assets, such as a gift from your IRA, 401k, 403b, pension or other tax deferred plan, is an excellent way to support your community. • ‘Live United’ Forever: The Tocqueville Legacy Circle is a special group of Tocqueville Society members who have chosen to perpetuate a gift by pledging to give $200,000 or more through their estate plans. Endowing your annual Tocqueville gift is a wonderful way to extend your impact and continue to work for positive change in our community beyond your lifetime. A Tocqueville Legacy Circle gift ensures the ability of United Way Suncoast to invest in the community for years to come.